See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,722 | $72,277-69.9% | $101,248-78.5% | $79,858-72.8% |
| Participation rate | 14.3% | 68.5%-54.2pp | 75.8%-61.5pp | 69.6%-55.3pp |
| Annual return | 42.06% | 22.30%+19.8pp | 46.47%-4.4pp | 31.71%+10.3pp |
| Employer contribution / active EE | $370 | $2,692-86.3% | $3,660-89.9% | $2,471-85.0% |
| Participant deferral / active EE | $1,424 | $3,282-56.6% | $4,370-67.4% | $3,740-61.9% |
| Admin fee / account holder | $2,420 | $4,400-45.0% | $5,945-59.3% | $5,306-54.4% |